Watching end dates from a table with AI
Everything with an end date in one table; every morning you hear what expires today or this week.
"Expiring today" from a table is automation with an AI agent alongside in Altramano for daily work: everything with an end date in one table; every morning you hear what expires today or this week.
What it does
What you need
How does watching end dates from a table work with AI?
Contracts, certificates, subscriptions, deadlines: put them with their end date in the "Terms" table. Every morning you get a mail with what expires today and what expires within seven days. That way you are never behind the facts again.
Read what an AI agent does for your teamWho it's for
How to install it
- Choose the template in your environment under Templates.
- Point at the integrations, fill in the settings and give the AI agent its sources.
- Test with an example and say yes before the automation goes live.
The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.
Frequently asked questions
What do I need for "Expiring today" from a table?
Microsoft Outlook and a Altramano environment.
Which department is "Expiring today" from a table for?
Daily work, in industries such as healthcare practices and providers.
Why a pair?
The automation makes sure the work arrives on time; the AI agent then helps you with the content. Together they cover the whole task.
Does anything go out without me seeing it?
Everything that goes out is set to approve first by default.
More for daily work
| Sjabloon | Soort | What it does |
|---|---|---|
| "What you missed" while away | automation | Back from holiday? |
| Diary briefing at 07:30 | automation | Every morning, a short briefing of today's appointments, with context per appointment. |
| Diary preparer | AI agent | An assistant that looks your appointments up and gives a short preparation for each one. |